507 hedge funds and large institutions have $5.54B invested in UGI in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-20
Holders Change %
-3.8%
% of All Funds
8.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
57
Increased
151
Reduced
201
Closed
71
Calls
$10.6M
Puts
$3.85M
Net Calls
+$6.73M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
401
Quadrant Capital Group
Ohio
$63K +$14.6K +449 +30%
BTI
402
Blue Trust Inc
Georgia
$58K +$1.23K +32 +2%
KC
403
Kepos Capital
New York
$58K +$2.4K +74 +4%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$50K -$258 -8 -0.5%
Simplex Trading
405
Simplex Trading
Illinois
$50K +$50K +1,567 New
MFA
406
McClarren Financial Advisors
Pennsylvania
$50K +$50K +1,575 New
GWM
407
Geneos Wealth Management
Colorado
$49K -$594K -18,559 -92%
AF
408
Allworth Financial
California
$47K +$17.1K +525 +57%
VNA
409
Valley National Advisers
Pennsylvania
$40K -$8.14K -244 -17%
DA
410
Denali Advisors
California
$39K -$6.5K -200 -14%
CFGS
411
Concourse Financial Group Securities
Alabama
$37K -$4.71K -144 -11%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$36K -$1.14K -35 -3%
LWCFA
413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K
FHA
414
First Horizon Advisors
Tennessee
$35K -$18.9K -600 -35%
DMBA
415
Deseret Mutual Benefit Administrators
Utah
$35K -$8.98K -279 -20%
KFI
416
Key Financial Inc
Pennsylvania
$35K
NFSG
417
Newbridge Financial Services Group
Florida
$34K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$30K -$3.78K -118 -11%
HI
419
Hudock Inc
Pennsylvania
$29K
NSB
420
Norway Savings Bank
Maine
$28K
ECM
421
Estabrook Capital Management
New York
$27.8K
HWA
422
Heritage Wealth Advisors
Virginia
$23.3K
T
423
TOBAM
France
$23K -$28K -856 -55%
Credit Agricole
424
Credit Agricole
France
$23K
PTC
425
Private Trust Company
Ohio
$22K -$15.4K -469 -41%